SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$18.3M
3
+$16.4M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M

Top Sells

1
+$40.4M
2
+$23.9M
3
+$19.1M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.97M

Sector Composition

1 Consumer Staples 0.53%
2 Industrials 0.38%
3 Consumer Discretionary 0.37%
4 Communication Services 0.27%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78K 0.06%
664
27
$78K 0.06%
2,600
-318
28
$71K 0.05%
1,170
29
$66K 0.05%
859
+330
30
$52K 0.04%
+1,110
31
$52K 0.04%
1,375
32
$51K 0.04%
+770
33
$51K 0.04%
386
34
$48K 0.04%
409
35
$46K 0.03%
+960
36
$44K 0.03%
820
37
$44K 0.03%
+237
38
$41K 0.03%
746
39
$37K 0.03%
685
-2,740
40
$36K 0.03%
500
-520
41
$34K 0.03%
685
-1,540
42
$32K 0.02%
780
43
$30K 0.02%
620
44
$27K 0.02%
+964
45
$26K 0.02%
100
46
$26K 0.02%
+230
47
$25K 0.02%
+915
48
$22K 0.02%
344
49
$22K 0.02%
167
50
$19K 0.01%
150
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